Select Equity Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Select Equity Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,641	Closed	-$227K	–	163
2024 Q4	$227K	Buy	+3,641	New	+$234K	﹤0.01%	149
2022 Q1	–	Sell	-3,875	Closed	-$219K	–	171
2021 Q4	$219K	Buy	+3,875	New	+$216K	﹤0.01%	163

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Select Equity Group's IJH Position: Q1 2025 in Review

Select Equity Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 3,641 shares — an estimated $227K sold.

Select Equity Group first reported a position in IJH in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Select Equity Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Select Equity Group sold 3,641 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $227K.
Select Equity Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
Select Equity Group's iShares Core S&P Mid-Cap ETF position peaked at $227K in Q4 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Select Equity Group's 13F filing for Q1 2025, filed 15 May 2025.